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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,669 | $78,690-36.9% | $161,489-69.2% | $87,485-43.2% |
| Participation rate | 0.0% | 67.5%-67.5pp | 78.7%-78.7pp | 68.9%-68.9pp |
| Annual return | 58.78% | 32.74%+26.0pp | 89.72%-30.9pp | 26.06%+32.7pp |
| Employer contribution / active EE | $2,564 | $2,588-0.9% | $4,268-39.9% | $2,596-1.2% |
| Participant deferral / active EE | $4,058 | $3,311+22.6% | $5,630-27.9% | $4,274-5.0% |
| Admin fee / account holder | $2,524 | $6,724-62.5% | $16,006-84.2% | $7,775-67.5% |